Montgomery Financial Services LLC

Position in PTC — Ptc Inc.

CIK 2149844 OCEAN CITY, MD

Position in PTC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,363

New position

Shares Held

12

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#624

of 677 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Montgomery Financial Services LLC holds $29,685 across 6 Software - Application names. PTC ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	75	$16,796
2	ADBE	Adobe Inc.	47	$9,635
3	ADSK	Autodesk, Inc.	9	$1,749
4	PTC	Ptc Inc. This page	12	$1,363
5	SHOP	Shopify Inc.	1	$114
6	U	Unity Software Inc.	1	$28

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,363	12	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.